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Advanced Features

The advanced features listed below help you to get more value from your Event Manager account. Using features like surveys, invoicing, and reporting can help you to manage your account more efficiently.

Table of Contents

• Approval Processes

• Quick Forms

• Insurance Documents

• Organizations

• Event Imports

Surveys

• Creating a Survey

• Survey Dashboard

• Managing Survey Templates

• Managing the Question Library

• Survey Reporting

Task Management

• Setting up Tasks

• Creating a Task

• Managing Tasks

Invoicing

• Financial Settings

• Templates

• Other invoice settings

• Creating an Invoice

• Processing Payments and Refunds

• Managing the Invoice List

• Managing the Payment List

Reporting

• New Reports

  • Reports

  • Running Reports

• Classic Reports

  • Report Types

  • Creating and Running Reports

Community

• Community Portal Setup

• Managing Community Membership Requests

Using the Community Portal

• Searching for a Location

• Creating an Account

• Managing My Profile

• Creating an Event Request